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Cornerstone Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cornerstone Wealth Management’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,529
Closed -$239K – 757
2026
Q1 		$239K Sell
4,529
-260
-5% -$15.5K 0.01% 629
2025
Q4 		$327K Buy
4,789
+273
+6% +$21.4K 0.02% 523
2025
Q3 		$405K Sell
4,516
-43
-0.9% -$3.87K 0.02% 467
2025
Q2 		$387K Hold
4,559
– – 0.02% 446
2025
Q1 		$297K Buy
4,559
+235
+5% +$17.3K 0.02% 477
2024
Q4 		$320K Buy
4,324
+224
+5% +$14.8K 0.02% 449
2024
Q3 		$207K Sell
4,100
-154
-4% -$7.5K 0.01% 540
2024
Q2 		$205K Buy
+4,254
New +$224K 0.02% 520

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cornerstone Wealth Management's GBTC Position: Q2 2026 in Review

Cornerstone Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,529 shares — an estimated $239K sold.

Cornerstone Wealth Management first reported a position in GBTC in Q2 2024 and held it in 8 quarters. The position peaked at $405K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Cornerstone Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,529 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $239K.
  • Cornerstone Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 8 quarters.
  • Cornerstone Wealth Management's Grayscale Bitcoin Trust position peaked at $405K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.